See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,993 | $167,484-52.8% | $151,611-47.9% | $134,475-41.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -11.11% | 7.80%-18.9pp | 3.33%-14.4pp | 417.96%-429.1pp |
| Employer contribution / active EE | $7,321 | $6,829+7.2% | $6,166+18.7% | $4,740+54.5% |
| Participant deferral / active EE | $14,127 | $8,986+57.2% | $8,363+68.9% | $6,400+120.7% |
| Admin fee / account holder | $1,372 | $13,783-90.0% | $11,616-88.2% | $11,426-88.0% |